Carlsbad Wealth Advisory Group’s Xtrackers USD High Yield Corporate Bond ETF HYLB Stock Holding History

Carlsbad Wealth Advisory Group’s Portfolio HYLB Stock Details HYLB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$1.78M	Buy	+51,449	New	+$1.76M	1.14%	16

Other funds holding HYLB

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Carlsbad Wealth Advisory Group's HYLB Position: Q2 2023 in Review

Carlsbad Wealth Advisory Group opened a new position in Xtrackers USD High Yield Corporate Bond ETF (HYLB) in Q2 2023: 51,449 shares worth $1.78M. The stake represents 1.14% of the portfolio and ranks #16 among its holdings.

225 funds tracked by Wall St. Rank hold HYLB as of Q2 2023.

Carlsbad Wealth Advisory Group held 51,449 shares of Xtrackers USD High Yield Corporate Bond ETF worth $1.78M as of Q2 2023.
Xtrackers USD High Yield Corporate Bond ETF was a new Carlsbad Wealth Advisory Group position in Q2 2023.
Xtrackers USD High Yield Corporate Bond ETF made up 1.14% of Carlsbad Wealth Advisory Group's portfolio in Q2 2023, its #16 holding.
225 funds tracked by Wall St. Rank held Xtrackers USD High Yield Corporate Bond ETF as of Q2 2023.

Based on Carlsbad Wealth Advisory Group's 13F filing for Q2 2023, filed 27 Jul 2023.